Purchases and Sales Made in Q3 2025 in First Tr ETF Viii Tcw Unconstr (UCON)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Unconstr (UCON) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII TCW UNCONSTR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
263K+ 32.65% |
$6.5M - $6.65M
|
1.07M
$27.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
96.7K+ 29.92% |
$2.39M - $2.45M
|
420K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
73.8K+ 83.92% |
$1.82M - $1.87M
|
162K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
64.4K+ 56.86% |
$1.59M - $1.63M
|
178K
$4.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
41.6K+ 8.21% |
$1.03M - $1.05M
|
549K
$13.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.1K+ 2.79% |
$647K - $661K
|
962K
$24.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
24.4K+ 81.83% |
$603K - $617K
|
54.2K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
21.4K+ 6.95% |
$530K - $542K
|
330K
$8.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
17.3K+ 31.86% |
$427K - $437K
|
71.5K
$1.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.3K+ 4.98% |
$354K - $362K
|
302K
$7.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
11.7K+ 69.6% |
$289K - $295K
|
28.4K
$721K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
11.3KNew |
$280K - $287K
|
11.3K
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.81K+ 3.39% |
$243K - $248K
|
299K
$7.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.5K+ 16.57% |
$185K - $190K
|
52.7K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.12K+ 3.75% |
$176K - $180K
|
197K
$4.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.06K+ 1.02% |
$175K - $179K
|
700K
$17.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
6.11K+ 49.37% |
$151K - $154K
|
18.5K
$468K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6.03K+ 9.15% |
$149K - $153K
|
71.9K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.81K+ 32.02% |
$144K - $147K
|
23.9K
$606K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.36K+ 2.26% |
$132K - $135K
|
242K
$6.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 24.41% |
$114K - $117K
|
23.5K
$596K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.06K+ 4.66% |
$100K - $103K
|
91K
$2.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.93K+ 3.19% |
$97.1K - $99.3K
|
127K
$3.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.16K+ 127.95% |
$78.2K - $80K
|
5.64K
$143K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
3.1K+ 0.88% |
$76.6K - $78.3K
|
357K
$9.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.05K+ 15.46% |
$75.5K - $77.2K
|
22.8K
$578K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56K+ 0.72% |
$63.3K - $64.7K
|
356K
$9.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
993+ 3.82% |
$24.6K - $25.1K
|
27K
$683K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
887+ 0.8% |
$21.9K - $22.4K
|
112K
$2.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
852+ 5.07% |
$21.1K - $21.5K
|
17.6K
$447K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
753New |
$18.6K - $19K
|
753
$19.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
490+ 4.06% |
$12.1K - $12.4K
|
12.6K
$318K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
345+ 0.05% |
$8.53K - $8.73K
|
732K
$18.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
133+ 0.53% |
$3.29K - $3.36K
|
25.5K
$645K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
99+ 0.45% |
$2.45K - $2.5K
|
22.2K
$563K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
79+ 0.62% |
$1.95K - $2K
|
12.8K
$324K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
51+ 0.05% |
$1.26K - $1.29K
|
105K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33+ 0.28% |
$816 - $835
|
11.8K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.18% |
$420 - $430
|
9.59K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-71- 0.52% |
$1.76K - $1.8K
|
13.7K
$347K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-153- 0.93% |
$3.78K - $3.87K
|
16.3K
$414K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-213- 6.27% |
$5.27K - $5.39K
|
3.18K
$80.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-378- 6.74% |
$9.35K - $9.56K
|
5.23K
$132K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.79K- 0.24% |
$44.1K - $45.1K
|
742K
$18.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.67K- 17.52% |
$66.1K - $67.6K
|
12.6K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.09K- 34.59% |
$76.4K - $78.1K
|
5.84K
$148K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-4.65K- 5.92% |
$115K - $118K
|
73.9K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-4.71K- 21.37% |
$117K - $119K
|
17.3K
$439K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.05K- 6.32% |
$174K - $178K
|
105K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-7.37K- 25.78% |
$182K - $186K
|
21.2K
$537K
|